CENTER FOR RESEARCH LIBRARIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $1,716,366 |
| Total of all expenses incurred | 2023-12-31 | $642,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $641,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $181,529 |
| Value of total assets at end of year | 2023-12-31 | $12,096,678 |
| Value of total assets at beginning of year | 2023-12-31 | $11,022,344 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $156 |
| Total interest from all sources | 2023-12-31 | $185,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $25,454 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $25,454 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $22,448 |
| Participant contributions at beginning of year | 2023-12-31 | $35,307 |
| Other income not declared elsewhere | 2023-12-31 | $3,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,074,334 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $12,096,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,022,344 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,744,771 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,508,468 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $367,933 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $522,893 |
| Interest on participant loans | 2023-12-31 | $1,249 |
| Interest earned on other investments | 2023-12-31 | $183,768 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $3,939,868 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $3,933,933 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,379,481 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-59,043 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $181,529 |
| Employer contributions (assets) at end of year | 2023-12-31 | $21,658 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $21,743 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $641,876 |
| Contract administrator fees | 2023-12-31 | $156 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2023-12-31 | 320043599 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,716,366 |
| Total of all expenses incurred | 2023-01-01 | $642,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $641,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $181,529 |
| Value of total assets at end of year | 2023-01-01 | $12,096,678 |
| Value of total assets at beginning of year | 2023-01-01 | $11,022,344 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $156 |
| Total interest from all sources | 2023-01-01 | $185,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $25,454 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $25,454 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $22,448 |
| Participant contributions at beginning of year | 2023-01-01 | $35,307 |
| Other income not declared elsewhere | 2023-01-01 | $3,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,074,334 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $12,096,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $11,022,344 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,744,771 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,508,468 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $367,933 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $522,893 |
| Interest on participant loans | 2023-01-01 | $1,249 |
| Interest earned on other investments | 2023-01-01 | $183,768 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $3,939,868 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $3,933,933 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,379,481 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-59,043 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $181,529 |
| Employer contributions (assets) at end of year | 2023-01-01 | $21,658 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $21,743 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $641,876 |
| Contract administrator fees | 2023-01-01 | $156 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2023-01-01 | 320043599 |
| 2022 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-1,186,830 |
| Total of all expenses incurred | 2022-12-31 | $615,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $615,011 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $180,911 |
| Value of total assets at end of year | 2022-12-31 | $11,022,344 |
| Value of total assets at beginning of year | 2022-12-31 | $12,824,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $112 |
| Total interest from all sources | 2022-12-31 | $163,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $26,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $26,427 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Participant contributions at end of year | 2022-12-31 | $35,307 |
| Participant contributions at beginning of year | 2022-12-31 | $46,050 |
| Other income not declared elsewhere | 2022-12-31 | $7,132 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,801,953 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,022,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,824,297 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,508,468 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,387,636 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $522,893 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $486,528 |
| Interest on participant loans | 2022-12-31 | $1,740 |
| Interest earned on other investments | 2022-12-31 | $161,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,933,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,881,776 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,605,019 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $39,989 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $180,911 |
| Employer contributions (assets) at end of year | 2022-12-31 | $21,743 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $22,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $615,011 |
| Contract administrator fees | 2022-12-31 | $112 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2022-12-31 | 320043599 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,186,830 |
| Total of all expenses incurred | 2022-01-01 | $615,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $615,011 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $180,911 |
| Value of total assets at end of year | 2022-01-01 | $11,022,344 |
| Value of total assets at beginning of year | 2022-01-01 | $12,824,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $112 |
| Total interest from all sources | 2022-01-01 | $163,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $26,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $26,427 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Participant contributions at end of year | 2022-01-01 | $35,307 |
| Participant contributions at beginning of year | 2022-01-01 | $46,050 |
| Other income not declared elsewhere | 2022-01-01 | $7,132 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,801,953 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $11,022,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $12,824,297 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,508,468 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,387,636 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $522,893 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $486,528 |
| Interest on participant loans | 2022-01-01 | $1,740 |
| Interest earned on other investments | 2022-01-01 | $161,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $3,933,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $3,881,776 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,605,019 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $39,989 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $180,911 |
| Employer contributions (assets) at end of year | 2022-01-01 | $21,743 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $22,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $615,011 |
| Contract administrator fees | 2022-01-01 | $112 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2022-01-01 | 320043599 |
| 2021 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,665,625 |
| Total of all expenses incurred | 2021-12-31 | $344,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $343,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $246,910 |
| Value of total assets at end of year | 2021-12-31 | $12,824,297 |
| Value of total assets at beginning of year | 2021-12-31 | $11,502,757 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $311 |
| Total interest from all sources | 2021-12-31 | $137,354 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $29,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $29,385 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Participant contributions at end of year | 2021-12-31 | $46,050 |
| Other income not declared elsewhere | 2021-12-31 | $8,102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,321,540 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,824,297 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,502,757 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,387,636 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,239,280 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $486,528 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $413,372 |
| Interest on participant loans | 2021-12-31 | $1,583 |
| Interest earned on other investments | 2021-12-31 | $135,771 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,881,776 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,819,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,169,748 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $74,126 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $246,910 |
| Employer contributions (assets) at end of year | 2021-12-31 | $22,307 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $30,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $343,774 |
| Contract administrator fees | 2021-12-31 | $311 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2021-12-31 | 320043599 |
| 2020 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,516,826 |
| Total of all expenses incurred | 2020-12-31 | $377,466 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $377,466 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $287,313 |
| Value of total assets at end of year | 2020-12-31 | $11,502,757 |
| Value of total assets at beginning of year | 2020-12-31 | $10,363,397 |
| Total interest from all sources | 2020-12-31 | $149,969 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $13,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $13,798 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Other income not declared elsewhere | 2020-12-31 | $6,075 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,139,360 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,502,757 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,363,397 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,239,280 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,259,029 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $413,372 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $397,047 |
| Interest earned on other investments | 2020-12-31 | $149,969 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,819,315 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,686,042 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $13,614 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,063,210 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-3,539 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $287,313 |
| Employer contributions (assets) at end of year | 2020-12-31 | $30,790 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $21,279 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $363,852 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2020-12-31 | 320043599 |
| 2019 : CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $6,943,931 |
| Total income from all sources (including contributions) | 2019-12-31 | $6,943,931 |
| Total of all expenses incurred | 2019-12-31 | $929,681 |
| Total of all expenses incurred | 2019-12-31 | $929,681 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $929,681 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $929,681 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $303,628 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $303,628 |
| Value of total assets at end of year | 2019-12-31 | $10,363,397 |
| Value of total assets at end of year | 2019-12-31 | $10,363,397 |
| Value of total assets at beginning of year | 2019-12-31 | $4,349,147 |
| Value of total assets at beginning of year | 2019-12-31 | $4,349,147 |
| Total interest from all sources | 2019-12-31 | $147,807 |
| Total interest from all sources | 2019-12-31 | $147,807 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,502 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,502 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,502 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,502 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Other income not declared elsewhere | 2019-12-31 | $5,194,060 |
| Other income not declared elsewhere | 2019-12-31 | $5,194,060 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $6,014,250 |
| Value of net income/loss | 2019-12-31 | $6,014,250 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,363,397 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,363,397 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,349,147 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,349,147 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,259,029 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,259,029 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,814,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,814,327 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $397,047 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $397,047 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $320,660 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $320,660 |
| Interest earned on other investments | 2019-12-31 | $147,807 |
| Interest earned on other investments | 2019-12-31 | $147,807 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,686,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,686,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,214,160 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,214,160 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $280,737 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $280,737 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,268,266 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,268,266 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $23,668 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $23,668 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $303,628 |
| Contributions received in cash from employer | 2019-12-31 | $303,628 |
| Employer contributions (assets) at end of year | 2019-12-31 | $21,279 |
| Employer contributions (assets) at end of year | 2019-12-31 | $21,279 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $648,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $648,944 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm name | 2019-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2019-12-31 | 320043599 |
| Accountancy firm EIN | 2019-12-31 | 320043599 |
